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Andrea Collins

Charles Schwab & CO., Inc.

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About Andrea Collins

Andrea Collins is a registered investment advisor representative with Charles Schwab & CO., Inc. located in Newport Beach, California. Andrea has been working in the securities industry since May 17, 2007. Previously, Andrea has worked at CNR SECURITIES, LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC. Andrea has a Series 7, Series 31, and Series 66 licenses. Andrea is licensed to offer investment advice in Arizona, California, Florida, Georgia, Idaho, Michigan, Nevada, New York, North Carolina, Oregon, Tennessee, Texas, Utah, Washington, and Wisconsin.

Firm Information

Andrea Collins is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Andrea Collins’s Registration & Firm History

CA

10/18/2019 - Present

Charles Schwab & CO., Inc. (Newport Beach CA)

CA

08/05/2014 - 10/15/2019

CNR SECURITIES, LLC (BEVERLY HILLS CA)

CA

06/01/2009 - 12/04/2012

MORGAN STANLEY (BEVERLY HILLS CA)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)

CA

07/18/2006 - 04/02/2007

MORGAN STANLEY DW INC. (BEVERLY HILLS CA)

NY

08/05/2005 - 05/24/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Andrea Collins. Review regulatory record here.
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